Customer Solutions Provides expertise in the design, development, management, and implementation of strategic business initiatives, analytics, reporting, and recognition programs. Works across BMO to deliver project and program outcomes that support business growth, sales professional performance, and enterprise objectives. Leads the analysis, monitoring, and reporting of advisor growth and performance metrics, including net new assets for Investment Advisors and Investment Counsellors.

Provides insights and recommendations to inform business strategy, support performance management, and leads year-end adjustment processes. Oversees the governance, qualification, tracking, and reporting of achievement and recognition programs, ensuring accuracy, transparency, and adherence to established controls. Develops executive reporting, dashboards, scorecards, and business intelligence to support strategic planning, business reviews, and leadership decision-making.

Conducts competitive analysis and leverages benchmarking tools and industry data sources, including PriceMetrix, to identify trends, opportunities, and actionable business insights. Partners with Wealth Management leaders and cross-functional stakeholders to translate complex data into recommendations that enhance sales professional productivity, business growth, and operational effectiveness. Ensures data integrity, governance, and consistency across performance measurement, business intelligence, benchmarking, and recognition program reporting.

Acts as a trusted advisor to business partners, providing specialized analytical, technical, and consulting support to inform decision-making and resolve complex business issues. Leads and supports strategic initiatives, operational programs,



and change management activities, ensuring effective execution, stakeholder alignment, and achievement of business objectives. Builds and maintains solid relationships across business groups, driving collaboration, influencing outcomes, and coordinating activities across multiple stakeholders.

Exercises sound judgment, independent problem solving, and risk-based decision making in accordance with BMO's Risk Management Framework, policies, and governance standards. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #

📌 Associate Director, Professional Sales Programs (Toronto)
🏢 BMO
📍 Toronto